Filings through .
Filed September 23, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $175,246 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $29,500 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT Service code 26 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Participants) | $0 |
PENSION ASSURANCE LLP1 year Filed as: PENSION ASSURANCE Service code 49 5126 CLARETON DRIVE · AGOURA HILLS, CA 91301 | Other Services | $0 |
21 funds of $250K or more; 27 lines in all, holding $54.3M of the plan's $56.6M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal /BlackRock S&P 500 Index BlackRock · Collective trust Index | $7.7M | 14.1% |
| Great Gray Stable Value I1 Fund Manager not matched · Insurance contract | $7.2M | 13.3% |
| Great Gray flexPATH Index Moderate 2035 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $5.9M | 10.8% |
| Great Gray flexPATH Index Moderate 2045 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $5.8M | 10.8% |
| Great Gray Large Cap Growth Fund IV CI R1 Manager not matched · Mutual fund Possible retail class R1 | $4.9M | 9.1% |
| Great Gray flexPATH Index Moderate 2055 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $2.9M | 5.4% |
| Allspring Core Bond CIT N Allspring · Collective trust | $2.8M | 5.1% |
| Great Gray flexPATH Index Moderate Retirement R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $2.8M | 5.1% |
| Great Gray International Equity I1 Fund Manager not matched · Mutual fund | $1.8M | 3.3% |
| Great Gray Large Cap Value I1 Fund Manager not matched · Mutual fund | $1.7M | 3.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.